-29.3%
DASH vs SIRI
-41.4%
+12.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | -4.5% | -1.7% | -2.8% | -4.2% |
| 30D | -6.8% | +21.1% | -27.9% | -10.0% |
| 3M | -20.7% | +14.7% | -35.4% | -22.7% |
| 6M | +15.1% | +22.9% | -7.9% | +10.5% |
| YTD | -24.3% | +65.7% | -90.0% | -31.3% |
| 1Y | -12.1% | +53.5% | -65.6% | -19.2% |
| 3Y | +91.1% | -23.0% | +114.1% | +93.8% |
| All | -29.3% | -41.4% | +12.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling